Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
196KNew |
$4.61M - $4.67M
|
196K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
186KNew |
$4.36M - $4.41M
|
186K
$4.33M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
125K+ 1169.4% |
$2.94M - $2.97M
|
136K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 34.49% |
$2.65M - $2.69M
|
441K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.6KNew |
$1.94M - $1.96M
|
82.6K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.4K+ 78.97% |
$1.18M - $1.2M
|
114K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
48.2K+ 160.15% |
$1.13M - $1.15M
|
78.4K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
42.7K+ 58.93% |
$1M - $1.02M
|
115K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.7K+ 401.73% |
$957K - $968K
|
50.9K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 13.58% |
$952K - $963K
|
339K
$7.91M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36K+ 535.45% |
$844K - $855K
|
42.7K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.5K+ 13.97% |
$788K - $797K
|
274K
$6.39M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
33.5K+ 13.92% |
$786K - $796K
|
274K
$6.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.3K+ 22.81% |
$687K - $695K
|
157K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
28.5K+ 11.39% |
$670K - $678K
|
279K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 13.12% |
$629K - $637K
|
231K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9K+ 36.95% |
$584K - $591K
|
92.2K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 20.36% |
$572K - $579K
|
144K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.4K+ 63.15% |
$549K - $556K
|
60.4K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22.5K+ 40.01% |
$529K - $536K
|
78.9K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 14.91% |
$473K - $479K
|
155K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18.9K+ 22.02% |
$445K - $450K
|
105K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 4092.47% |
$409K - $413K
|
17.8K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17K+ 81.88% |
$399K - $404K
|
37.7K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 12.74% |
$387K - $392K
|
146K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13KNew |
$306K - $309K
|
13K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.1KNew |
$260K - $263K
|
11.1K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$242K - $245K
|
10.3K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10.1K+ 3.7% |
$238K - $241K
|
284K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.6KNew |
$202K - $204K
|
8.6K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.81K+ 15.87% |
$183K - $186K
|
57K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.59K+ 19.46% |
$178K - $180K
|
46.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.37KNew |
$173K - $175K
|
7.37K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34K+ 32.78% |
$172K - $174K
|
29.7K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.48K+ 13.24% |
$152K - $154K
|
55.4K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.41K+ 75.48% |
$151K - $152K
|
14.9K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.26K+ 13.01% |
$147K - $149K
|
54.4K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.12K+ 56.49% |
$144K - $146K
|
17K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.72K+ 60.39% |
$134K - $136K
|
15.2K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 1.03% |
$129K - $131K
|
541K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.35KNew |
$126K - $127K
|
5.35K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.66K+ 11.25% |
$109K - $111K
|
46.1K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.53K+ 9.02% |
$106K - $108K
|
54.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.23K+ 47.53% |
$99.4K - $101K
|
13.1K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 22.28% |
$99.3K - $100K
|
23.2K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 51.57% |
$92.8K - $93.9K
|
11.6K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.91K+ 42.06% |
$91.9K - $93K
|
13.2K
$308K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 6.38% |
$90.5K - $91.6K
|
64.2K
$1.5M
|